Snappy Kraken, the martech innovator dedicated to powering smarter, more efficient financial advisor marketing initiatives, ...

SS&C, a global provider of services and software for the financial services and healthcare industries, announced a new client relationship management technology last week that aims to “redefine the ...

Dozens of new tech providers have entered the wealth management space in the past few years largely thanks to rapid developments in artificial intelligence that promise advisors greater workflow ...

Important Disclosure: The content provided does not consider your particular circumstances and does not constitute personal advice. Some of the products promoted are from our affiliate partners from ...

Important Disclosure: The content provided does not consider your particular circumstances and does not constitute personal advice. Some of the products promoted are from our affiliate partners from ...

I’ve seen firsthand how the right technology can transform an RIA firm. On top of the benefits to advisors’ day-to-day work, a modernized tech stack has become table stakes in the M&A deal room. Deal ...